Legal Technology
Client portals improve information security and client service
What is a client portal? Wikipedia defines the term client portal as “an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. the term is most often applied to a sharing mechanism between an organization and its clients.” Why is it important for lawyers to… Read More »
Categories: 2024 March - The Confidence Client, Articles, Firm Management, Legal Careers, Legal TechnologyVirtual Identity Verification (IDV) service Provider Chart
As of January 1st, 2024, the Law Society of Ontario requires lawyers who only meet with clients virtually to verify their clients’ identity online by authenticating their identification documents, or using an alternate, approved verification method. The virtual authentication of identity is done via technology that does multiple searches/verifications of the client’s identity. The Law Society… Read More »
Categories: Articles, Legal TechnologyMaking technology work for you, and not the other way around
Our watch can track our heartbeat when we exercise; our fridge can order a dozen eggs when we’re running low; our cars can drive for us (or at least tell us when we drift out of our lanes); and our phone can recognize our face when we look at it. Every facet of our lives… Read More »
Categories: Legal Technology, New Lawyer IssueGetting started on investing in tech: Use these 5 questions to guide you
The law changes, and so do the tools and technologies we use to provide legal services. For lawyers whose training is steeped in precedent and in identifying risks, there can be understandable hesitation and concern about moving to a new process or technology. This article addresses the key concerns that lawyers, paralegals and legal professionals… Read More »
Categories: Legal TechnologyTechnology product assessment worksheet
Use this worksheet to help evaluate technology you are considering adopting.
Categories: Legal TechnologyUpdate about fund transfers
There has been much written about how lawyers receive and deliver money from their trust accounts on behalf of their clients as part of a transaction. The issue comes down to ensuring good funds are being dealt with in order that value is exchanged. In Canada, our banking system works on the basis of trust,… Read More »
Categories: Cyber dangers, Finances, Firm Management, Legal Technology, Online Only, Real EstateCultivate Your Innovation Mindsets to Build Your Future Practice Today
The legal services sectors are experiencing a period of rapid, significant change. With the COVID-19 pandemic shining a spotlight on the shortcomings of antiquated parts of our justice system and legal practice models, courts and law firms quickly shifted processes and practices throughout 2020. There’s no turning back. To help you plan for the future… Read More »
Categories: 2022 June - After Covid 19, Access to Justice, Articles, Firm Management, Future of law, Law students/new lawyers, Legal Technology, Solo and Small Firm, WellnessYou transferred funds to the wrong account – what now?
Fraudsters try to trick lawyers into wiring funds to an account that the fraudster controls. Sometimes, they succeed, and the funds get into the hands of criminals. What do you do then? Below are some examples that have been reported to us: 1. A lawyer’s office received a last-minute redirection of monies payable on the… Read More »
Categories: 2022 June - After Covid 19, Articles, Could This Happen to You?, Cyber dangers, Disaster Planning, Fraud, Legal TechnologyTips for improving your email habits
With the shift to remote working, even more of our professional communications now happen through the medium of a blinking cursor. Ensure you’re making the most of the inbox, with these tips to better manage your email. 1. DON’T click on suspicious links and DO confirm instructions by phone Lawyers are often targets of email… Read More »
Categories: 2022 June - After Covid 19, Articles, Legal Technology, Tech TipsAvoiding the wire fraud nightmare – what you need to know to protect yourself and your clients (2021)
Finding out that money you sent out of trust has gone missing is a lawyer’s worst nightmare. Unfortunately, we are seeing a rise in wire fraud efforts targeting law firms and their clients. Fraudsters have developed several ways to convince lawyers and law clerks to wire funds out of law firm trust accounts to fraudsters’… Read More »
Categories: CPD, Cyber dangers, Fraud, Legal Technology